SVB Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SVB Wealth’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7M	Sell	146,804 -4,984	-3%	-$520K	0.97%	22
2025 Q4	$15.1M	Buy	151,788 +4,462	+3%	+$444K	0.89%	24
2025 Q3	$14.4M	Sell	147,326 -3,142	-2%	-$292K	0.78%	26
2025 Q2	$13.1M	Sell	150,468 -24,880	-14%	-$2.02M	0.7%	31
2025 Q1	$14.1M	Buy	175,348 +33,069	+23%	+$2.9M	0.58%	24
2024 Q4	$12.7M	Buy	142,279 +106,429	+297%	+$9.82M	0.24%	65
2024 Q3	$3.2M	Sell	35,850 -71,928	-67%	-$6.22M	2.73%	9
2024 Q2	$8.83M	Buy	107,778 +17,794	+20%	+$1.45M	0.22%	110
2024 Q1	$7.65M	Buy	89,984 +46,726	+108%	+$3.77M	0.17%	133
2023 Q4	$3.51M	Buy	+43,258	New	+$3.13M	0.09%	185
2022 Q1	–	Sell	-3,964	Closed	-$356K	–	848
2021 Q4	$356K	Hold	3,964	–	–	0.01%	528
2021 Q3	$350K	Hold	3,964	–	–	﹤0.01%	722
2021 Q2	$366K	Hold	3,964	–	–	﹤0.01%	676
2021 Q1	$353K	Buy	+3,964	New	+$349K	﹤0.01%	628

Other funds holding VTWO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return